We are live on ! Find out more
PIM

Plato Investment Management Portfolio holdings

AUM $1.75B
1-Year Est. Return 41.21%
This Fund
S&P 500
This Quarter Est. Return
+4.36%
1 Year Est. Return
+41.21%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.53B
AUM Growth
+$54.2M
Cap. Flow
-$4.11M
Cap. Flow %
-0.27%
Top 10 Hldgs %
35.33%
Holding
546
New
30
Increased
98
Reduced
168
Closed
33

Top Buys

Rank Stock Value
1
RY icon
Royal Bank of Canada
RY
+$2.77M
2
TRI icon
Thomson Reuters
TRI
+$2.46M
3
KGC icon
Kinross Gold
KGC
+$2.42M
4
FIX icon
Comfort Systems
FIX
+$2.01M
5
LOGI icon
Logitech
LOGI
+$2M

Top Sells

Rank Stock Value
1
AMAT icon
Applied Materials
AMAT
+$2.19M
2
CVX icon
Chevron
CVX
+$2.11M
3
SHOP icon
Shopify
SHOP
+$2.02M
4
CLS icon
Celestica
CLS
+$1.78M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.66M

Sector Composition

Rank Sector Weight
1 Technology 35.58%
2 Financials 13.82%
3 Communication Services 10.83%
4 Healthcare 10.8%
5 Consumer Discretionary 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RBLX icon
251
Roblox
RBLX
$25.9B
$1.11M 0.07%
13,661
-729
-5% -$77.4K
F icon
252
Ford
F
$55.7B
$1.11M 0.07%
83,870
+19,018
+29% +$245K
VICI icon
253
VICI Properties
VICI
$28.6B
$1.09M 0.07%
38,575
– –
NXPI icon
254
NXP Semiconductors
NXPI
$59.6B
$1.05M 0.07%
4,835
-16
-0.3% -$3.43K
HOOD icon
255
Robinhood
HOOD
$84.9B
$1.05M 0.07%
9,262
-8,370
-47% -$1.09M
ULTA icon
256
Ulta Beauty
ULTA
$23.3B
$1.05M 0.07%
1,721
– –
HUBS icon
257
HubSpot
HUBS
$11B
$1.04M 0.07%
2,587
-121
-4% -$50.1K
FLUT icon
258
Flutter Entertainment
FLUT
$17.2B
$1.04M 0.07%
4,822
– –
KR icon
259
Kroger
KR
$34.5B
$1.03M 0.07%
16,348
-6,691
-29% -$438K
STE icon
260
Steris
STE
$23.2B
$1.03M 0.07%
4,026
– –
GWW icon
261
W.W. Grainger
GWW
$61.3B
$1.03M 0.07%
1,011
– –
ELV icon
262
Elevance Health
ELV
$84.7B
$1.03M 0.07%
2,910
-299
-9% -$101K
CNC icon
263
Centene
CNC
$32.1B
$1.02M 0.07%
24,715
+9,844
+66% +$368K
NVR icon
264
NVR
NVR
$17.1B
$1M 0.07%
137
– –
DECK icon
265
Deckers Outdoor
DECK
$12.8B
$997K 0.07%
9,574
– –
EL icon
266
Estee Lauder
EL
$31.8B
$967K 0.06%
9,194
– –
APTV icon
267
Aptiv
APTV
$10.3B
$962K 0.06%
12,586
– –
DXCM icon
268
DexCom
DXCM
$33.8B
$958K 0.06%
14,364
– –
FTV icon
269
Fortive
FTV
$18.6B
$955K 0.06%
17,222
– –
ATO icon
270
Atmos Energy
ATO
$28.6B
$955K 0.06%
+5,672
New +$981K
GEN icon
271
Gen Digital
GEN
$17.4B
$953K 0.06%
34,883
– –
JBL icon
272
Jabil
JBL
$37.4B
$952K 0.06%
4,156
-5,266
-56% -$1.12M
FUTU icon
273
Futu Holdings
FUTU
$14.7B
$951K 0.06%
5,765
+269
+5% +$46.2K
CHTR icon
274
Charter Communications
CHTR
$18.8B
$946K 0.06%
4,508
+367
+9% +$82.6K
MPWR icon
275
Monolithic Power Systems
MPWR
$68.9B
$944K 0.06%
1,037
-368
-26% -$354K
9 10
11
12 13

Similar funds

CIP
CAS Investment Partners Westport, Connecticut $1.75B AUM 41.95% 1-Year Est. Return
DF
DNCA Finance Paris, France $1.75B AUM 38.18% 1-Year Est. Return
SFI
Siemens Fonds Invest Munich, Germany $1.75B AUM 26.24% 1-Year Est. Return
NM
NWI Management New York $1.76B AUM 45.08% 1-Year Est. Return
NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return
SLF
Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return
VCM
Valiant Capital Management San Francisco, California $1.74B AUM 64.05% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Plato Investment Management's Q4 2025 Portfolio in Review

As of Q4 2025, Plato Investment Management held 546 positions worth $1.53B, up 3.7% from $1.48B the previous quarter. Its ten largest holdings account for 35% of the portfolio.

Plato Investment Management's Q4 2025 filing shows 30 new, 98 increased, 168 reduced and 33 closed positions. Its largest new stake was Comfort Systems: 2,180 shares worth $2.04M. The largest sale was Applied Materials, an estimated $2.19M.

By sector, the portfolio is most concentrated in Technology at 36% of assets, down from 36% a quarter earlier, followed by Financials and Communication Services.

  • Plato Investment Management's largest Q4 2025 buy was Comfort Systems: 2,180 shares worth $2.04M.
  • Plato Investment Management added most to Royal Bank of Canada in Q4 2025, an estimated $2.77M increase.
  • Plato Investment Management's biggest Q4 2025 reduction was Applied Materials, cutting an estimated $2.19M.
  • Plato Investment Management fully exited Millicom in Q4 2025, selling an estimated $875K.
  • Plato Investment Management's ten largest holdings make up 35% of its $1.53B portfolio in Q4 2025.
  • Plato Investment Management opened 30 new positions and closed 33 in Q4 2025.
  • Plato Investment Management's portfolio value rose 3.7% quarter-over-quarter to $1.53B.

Based on Plato Investment Management's 13F filing for Q4 2025, filed 4 Feb 2026.